Segra Capital Management, LLC

RIASEC Registered
Total AUM
$821M
Discretionary
$821M
100% of AUM
Avg account
$164M
Accounts
5
Employees
5
Advisory reps
3

Firm details

Headquarters
Palm Beach, Florida
CRD number
167306
Registered since
August 30, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Segra Capital Management, LLC is an SEC-registered investment manager (registered in 2022) organized as an LLC and structured as a multi-strategy fund manager covering hedge fund and private equity activities. The firm’s client base is institutional, and it primarily manages pooled investment vehicles — advising and running funds rather than acting as a traditional wealth manager. Its compensation arrangements combine asset-based fees with performance-based fees. Segra is not presented as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Palm Beach, FL

Palm Beach

Location

Palm Beach, FL

Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
250 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth